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UnitedHealth Group Incorporated (NYSE:UNH) Shares Bought by North Star Asset Management Inc.
North Star Asset Management Inc. raised its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
North Star Asset Management Inc. Increases Stake in Exxon Mobil Co. (NYSE:XOM)
North Star Asset Management Inc. increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 17.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Michels Family Financial LLC Takes Position in The Procter & Gamble Company (NYSE:PG)
Michels Family Financial LLC purchased a new position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 2,144 shares... More of this article »
4,192 Shares in Invesco QQQ (NASDAQ:QQQ) Purchased by Baer Investment Advisory LLC
Baer Investment Advisory LLC purchased a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
North Star Asset Management Inc. Has $3.95 Million Stake in Johnson & Johnson (NYSE:JNJ)
North Star Asset Management Inc. decreased its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
North Star Asset Management Inc. Acquires 6,606 Shares of The Walt Disney Company (NYSE:DIS)
North Star Asset Management Inc. boosted its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Sunbeam Capital Management LLC Invests $8.09 Million in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Sunbeam Capital Management LLC bought a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Griffith & Werner Inc. Invests $2.73 Million in Pfizer Inc. (NYSE:PFE)
Griffith & Werner Inc. purchased a new stake in Pfizer Inc. (NYSE:PFE – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 102,917 shares... More of this article »
Griffith & Werner Inc. Buys Shares of 436 Eli Lilly and Company (NYSE:LLY)
Griffith & Werner Inc. purchased a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Forum Financial Management LP Acquires 7,565 Shares of The Walt Disney Company (NYSE:DIS)
Forum Financial Management LP grew its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 31.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 32,003 shares of... More of this article »
Eli Lilly and Company (NYSE:LLY) Shares Bought by Invst LLC
Invst LLC raised its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 5,579 shares of the company’s stock after acquiring an additional... More of this article »
WCG Wealth Advisors LLC Cuts Stock Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)
WCG Wealth Advisors LLC lowered its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
CTC Alternative Strategies Ltd. Purchases New Shares in Invesco QQQ (NASDAQ:QQQ)
CTC Alternative Strategies Ltd. purchased a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,050 shares of the exchange traded fund’s... More of this article »
GF Fund Management CO. LTD. Invests $170.81 Million in Tesla, Inc. (NASDAQ:TSLA)
GF Fund Management CO. LTD. purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 422,960... More of this article »
11,232 Shares in ConocoPhillips (NYSE:COP) Bought by Peak Retirement Planning Inc.
Peak Retirement Planning Inc. acquired a new position in shares of ConocoPhillips (NYSE:COP – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 11,232 shares of the energy producer’s... More of this article »
Drucker Wealth 3.0 LLC Sells 135 Shares of Fiserv, Inc. (NYSE:FI)
Drucker Wealth 3.0 LLC lowered its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 2.8% during the 4th quarter, HoldingsChannel reports. The fund owned 4,668 shares of the business services provider’s stock... More of this article »
ARQ Wealth Advisors LLC Has $296,000 Holdings in MercadoLibre, Inc. (NASDAQ:MELI)
ARQ Wealth Advisors LLC raised its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 16.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 174 shares... More of this article »
Warm Springs Advisors Inc. Acquires Shares of 4,277 Accenture plc (NYSE:ACN)
Warm Springs Advisors Inc. acquired a new stake in shares of Accenture plc (NYSE:ACN – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 4,277 shares of the information... More of this article »
Western Wealth Management LLC Trims Stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)
Western Wealth Management LLC lowered its position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 98.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Westfuller Advisors LLC Makes New Investment in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Westfuller Advisors LLC purchased a new stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Drucker Wealth 3.0 LLC Sells 469 Shares of Unilever PLC (NYSE:UL)
Drucker Wealth 3.0 LLC lowered its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Eli Lilly and Company (NYSE:LLY) Stock Position Raised by Drucker Wealth 3.0 LLC
Drucker Wealth 3.0 LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 17.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Church & Dwight Co., Inc. (NYSE:CHD) Stock Position Reduced by Revisor Wealth Management LLC
Revisor Wealth Management LLC lessened its position in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 45.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,163 shares... More of this article »
Forum Financial Management LP Acquires 4,867 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Forum Financial Management LP boosted its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 26.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
1,947 Shares in SPDR Gold Shares (NYSEARCA:GLD) Bought by Parr Mcknight Wealth Management Group LLC
Parr Mcknight Wealth Management Group LLC bought a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
LM Asset IM Inc. Invests $8.46 Million in Algonquin Power & Utilities Corp. (NYSE:AQN)
LM Asset IM Inc. purchased a new position in Algonquin Power & Utilities Corp. (NYSE:AQN – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Analog Devices’ (ADI) Hold Rating Reiterated at Needham & Company LLC
Needham & Company LLC reaffirmed their hold rating on shares of Analog Devices (NASDAQ:ADI – Free Report) in a report released on Friday morning,Benzinga reports. ADI has been the topic of several other research reports.... More of this article »
GF Fund Management CO. LTD. Makes New Investment in Eli Lilly and Company (NYSE:LLY)
GF Fund Management CO. LTD. bought a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Pinney & Scofield Inc. Takes $340,000 Position in Exxon Mobil Co. (NYSE:XOM)
Pinney & Scofield Inc. acquired a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
DigitalBridge Group Inc. Purchases New Position in Hudson Pacific Properties, Inc. (NYSE:HPP)
DigitalBridge Group Inc. acquired a new stake in Hudson Pacific Properties, Inc. (NYSE:HPP – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 725,700 shares of the real estate investment trust’s... More of this article »
Intuit (NASDAQ:INTU) Price Target Raised to $825.00 at Wells Fargo & Company
Intuit (NASDAQ:INTU – Free Report) had its price objective lifted by Wells Fargo & Company from $775.00 to $825.00 in a report issued on Friday morning,Benzinga reports. The firm currently has an overweight rating on the... More of this article »
Sunbeam Capital Management LLC Purchases Shares of 16,863 Energy Transfer LP (NYSE:ET)
Sunbeam Capital Management LLC acquired a new position in shares of Energy Transfer LP (NYSE:ET – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Richmond Investment Services LLC Invests $374,000 in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Richmond Investment Services LLC acquired a new position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 1,335 shares... More of this article »
Richmond Investment Services LLC Acquires New Holdings in Alphabet Inc. (NASDAQ:GOOGL)
Richmond Investment Services LLC acquired a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
Montchanin Asset Management LLC Has $676,000 Stake in Devon Energy Co. (NYSE:DVN)
Montchanin Asset Management LLC lowered its holdings in Devon Energy Co. (NYSE:DVN – Free Report) by 27.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) Shares Bought by Invst LLC
Invst LLC raised its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 33.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 33,109 shares of the company’s... More of this article »
Parr Mcknight Wealth Management Group LLC Takes $1.55 Million Position in Regions Financial Co. (NYSE:RF)
Parr Mcknight Wealth Management Group LLC purchased a new position in Regions Financial Co. (NYSE:RF – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
4,846 Shares in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Bought by Cache Advisors LLC
Cache Advisors LLC acquired a new stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 4,846 shares of the company’s stock, valued at approximately... More of this article »
Revisor Wealth Management LLC Sells 1,710 Shares of Sysco Co. (NYSE:SYY)
Revisor Wealth Management LLC lowered its stake in shares of Sysco Co. (NYSE:SYY – Free Report) by 31.2% during the fourth quarter, HoldingsChannel reports. The fund owned 3,769 shares of the company’s stock after selling... More of this article »
Twin Lakes Capital Management LLC Trims Stake in Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH)
Twin Lakes Capital Management LLC lowered its holdings in Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH – Free Report) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Manulife Financial Co. (NYSE:MFC) Shares Bought by Mackenzie Financial Corp
Mackenzie Financial Corp increased its stake in Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
The Kraft Heinz Company (NASDAQ:KHC) Stock Holdings Lessened by Barrow Hanley Mewhinney & Strauss LLC
Barrow Hanley Mewhinney & Strauss LLC trimmed its stake in The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 2.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Adams Diversified Equity Fund, Inc. (NYSE:ADX) Position Boosted by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC lifted its holdings in Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 13.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Alexander & Baldwin, Inc. (NYSE:ALEX) Holdings Trimmed by DigitalBridge Group Inc.
DigitalBridge Group Inc. reduced its position in shares of Alexander & Baldwin, Inc. (NYSE:ALEX – Free Report) by 60.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Blue Sky Capital Consultants Group Inc. Invests $2.66 Million in iShares MSCI India ETF (BATS:INDA)
Blue Sky Capital Consultants Group Inc. acquired a new position in iShares MSCI India ETF (BATS:INDA – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 50,595 shares of the company’s... More of this article »
Auxier Asset Management Grows Position in The Hershey Company (NYSE:HSY)
Auxier Asset Management grew its position in The Hershey Company (NYSE:HSY – Free Report) by 16.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
VF Corporation (VFC) to Issue Quarterly Dividend of $0.09 on June 18th
VF Corporation (NYSE:VFC – Get Free Report) declared a quarterly dividend on Thursday, May 22nd, Wall Street Journal reports. Stockholders of record on Tuesday, June 10th will be paid a dividend of 0.09 per share by the textile... More of this article »
Waverly Advisors LLC Sells 1,693 Shares of Onsemi (NASDAQ:ON)
Waverly Advisors LLC lowered its stake in shares of Onsemi (NASDAQ:ON – Free Report) by 11.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,511... More of this article »